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Capsule CRM

Capsule CRM

Overview

What is Capsule CRM?

Capsule is a CRM solution for businesses of up to 1,000 employees. The vendor boasts over 10,000 businesses globally as customers, who choose it as the platform to deliver success across their sales and customer facing teams. Capsule is presented…

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Recent Reviews

TrustRadius Insights

Users of Capsule CRM have found it to be a valuable tool for understanding and managing their businesses. With its extensive integrations …
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TrustRadius Insights
TrustRadius Insights

Great CRM option!

8 out of 10
January 23, 2020
Incentivized
I use the free version of Capsule CRM for my business to keep track of clients. Capsule is a great CRM for those who want to use contact …
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Solid CRM App

9 out of 10
December 30, 2019
Incentivized
We use Capsule CRM to keep track of all our customers and potential customers interactions across the entire organization. We use it to …
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Great lightweight CRM

8 out of 10
October 28, 2019
Incentivized
As a small organisation that doesn't need huge CRM functionality, Capsule has been great. It has been really easy to use and integrates …
Continue reading
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Popular Features

View all 31 features
  • Integration with email client (e.g., Outlook or Gmail) (14)
    8.7
    87%
  • Customer data management / contact management (15)
    8.4
    84%
  • Opportunity management (15)
    8.2
    82%
  • Pipeline visualization (14)
    8.0
    80%
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Pricing

View all pricing

Professional

$18

Cloud
per month per user

Teams

$36

Cloud
per month per user

Enterprise

$54

Cloud
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://capsulecrm.com/signup

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $18 per month per user
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Product Demos

Capsule CRM Demo

YouTube
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

8.1
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

8.4
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.6
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

8.1
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.4
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.1
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.8
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

8
Avg 7.2

Platform

8
Avg 7.5
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Product Details

What is Capsule CRM?

Capsule is a CRM solution for businesses of up to 1,000 employees. The vendor boasts over 10,000 businesses globally as customers, who choose it as the platform to deliver success across their sales and customer facing teams. Capsule is presented as easy to use and quick to adopt. It also integrates with a growing range of popular apps, including Google G Suite, QuickBooks, MailChimp and Zapier. A free trial is available, and paid plans are available from $18 per user, per month.

Capsule CRM Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of

Capsule CRM Video

How to use Outlook with Capsule using its Outlook Add-in

Capsule CRM Integrations

Capsule CRM Competitors

Capsule CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android

Frequently Asked Questions

Capsule CRM starts at $18.

Copper, Nimble, and Freshsales are common alternatives for Capsule CRM.

Reviewers rate Integration with email client (e.g., Outlook or Gmail) highest, with a score of 8.7.

The most common users of Capsule CRM are from Small Businesses (1-50 employees).
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Comparisons

View all alternatives
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Reviews and Ratings

(43)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users of Capsule CRM have found it to be a valuable tool for understanding and managing their businesses. With its extensive integrations and functionality, the software allows users to gain insight into various aspects of their company. The simple interface makes it easy to search for profiles and contacts, as well as extract and upload information efficiently. Users appreciate the user-friendly nature of Capsule CRM, which enables them to easily customize events and tracks, making planning for the entire year straightforward. This cost-effective solution also offers excellent customer service, making it a great fit for businesses without the need for extensive training or migration. The compatibility with a wide range of other programs and systems ensures seamless integration and resolves any issues promptly.

One of the key use cases of Capsule CRM is its ability to centralize and manage customer data effectively. Users rely on this software for segmentation, territory management, and centralizing research on potential buyers. By keeping sales pipelines current and projecting future sales, Capsule CRM helps businesses stay organized and strategic in their sales efforts. Additionally, users find value in the tool's capability to allocate work, track customers, tag them to specific groups, manage sales pipelines, and facilitate group email communication.

Another important use case of Capsule CRM is its feature-rich task management system. The use of tracks in the software allows users to set up task flows and create tasks for specific deals. This enhances productivity and organization by ensuring that important tasks are not overlooked or forgotten while managing multiple deals simultaneously.

Capsule CRM's commitment to user support is evident through their provision of live training, in-person training, and live documentation. This comprehensive support ensures that users can easily learn and utilize the platform effectively.

Capsule CRM caters to various types of organizations including freelancers, book marketing companies, and businesses of all sizes. It provides valuable features for managing contacts, sales pipelines, and marketing interactions. For small businesses especially, Capsule CRM is highly regarded due to its ease of use, low cost, and integration with G Suite. Users appreciate the ability to understand and integrate with G Suite seamlessly, and many find the free version suitable for their smaller contact lists.

In summary, Capsule CRM addresses common business problems such as team disharmony, task and time mismanagement, and loss of data and context by providing a centralized platform for all CRM needs. It offers a breadth and depth of integrations and functionality that allow users to gain insights into their business operations. With its user-friendly interface and customizable features, it is a

Highly Accessible and Easy-to-Use Interface: Many users have praised Capsule CRM for its highly accessible and easy-to-use interface. The software's smooth and intuitive design has been appreciated by numerous reviewers, allowing them to quickly navigate and utilize its features effectively. This intuitive interface contributes to a positive user experience and reduces the learning curve for new users.

Efficient Lead Management Feature: The lead management feature in Capsule CRM has received high praise from users. Several reviewers have mentioned that this feature enables them to efficiently manage and track potential customers, leading to more targeted sales efforts and improved productivity. With this feature, businesses can streamline their sales process, enhance efficiency, and effectively manage their customer relationships.

Robust Contact Management System: Users value Capsule CRM's robust contact management system which allows them to generate specific lists within their existing contacts. This functionality has been particularly useful for users who need to keep track of a large number of individuals and companies. It helps users stay organized and easily access the information they need, improving overall efficiency and organization in managing customer relationships.

Lack of Customization Options: Several users have expressed frustration with the limited customization options in Capsule CRM. They feel that the software lacks features such as a good dashboard, GUI, and options for customized reports. Some users believe that these limitations hinder their ability to tailor the system to their specific needs.

Poor Integration Capabilities: A common complaint among users is the lack of smooth integration with other tools and platforms. Specifically, users have mentioned difficulties integrating Capsule CRM with marketing tools like Mailchimp and have called for improvements in third-party integrations overall. This limitation has been a source of frustration for some users who rely on seamless integration for efficient workflow management.

Limited Functionality Compared to Competitors: Users have pointed out several areas where they find Capsule CRM's functionality lacking compared to its competitors. For example, some users mention that the software does not allow contacts to be listed alphabetically or offer screen filters. Additionally, it lacks features like social media tracking and multiple sales pipelines found in other CRM systems. These limitations may impact user productivity and adaptability within the software.

Users commonly recommend the following based on their experiences with Capsule CRM:

  1. Configure Capsule to meet specific needs by keeping tags simple and consistent, setting up custom fields according to available data, and ensuring a better organization.

  2. Utilize integrations with mail campaign and accounting software to enhance the functionality of Capsule CRM, streamlining workflows, and improving productivity.

  3. Take advantage of the affordability and user-friendliness of Capsule CRM, which is suitable for any type of business, especially those on a small budget. Additionally, users highly appreciate the helpful support team that can assist with any questions or issues that may arise.

Attribute Ratings

Reviews

(1-15 of 15)
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February 23, 2022

The best CRM to start with then scale up with your growing business

Verified User
Account Manager in Marketing
Marketing & Advertising Company, 1-10 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
It is difficult to beat the simplicity of use and design of Capsule CRM. Add to the fact that they offer the best free plan which is great to sign up our clients with so that they can see how valuable having a CRM is. Getting newbies to use CRM with ease helps us with our CRM projects and to sign up more clients seamlessly. Hence, it is perfect place to start with for a small business. Based on feedback from clients, who already have some premium apps to manage their sales and work orders, it can get tricky to integrate them with Capsule CRM and hence it's not that favourable in the complex IT solution use case for specific clients. Support is through messages only and it can get a bit frustating if one is in a hurry to get the setup done. It's preferred to take your time and raise support tickets as and when necessary.
January 16, 2022

"Capsule CRM Is A Cost-effective, Easy-to-use Tool With Many Interrogations."

Farjana Labonno | TrustRadius Reviewer
Farjana Labonno
Frontend Developer
Asian Technology Information Program (ATIP) (Information Technology & Services, 51-200 employees)
Score 9 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Using Capsule CRM, businesses can have a perfect CRM solution without the risk of being forced to pay on a monthly subscription basis. Compared to other customer relationship management apps, it has a wide range of unique features. Functional and cost-effective are the main advantages. Because we're a small company, its simplicity appeals to us greatly. For a limited time, start-ups can store up to 250 contacts in the free version. Capsule CRM is well-suited to Gmail and offers many other integration possibilities. Even though it lacks some more powerful CRM features, the Capsule platform makes up for this with a widespread list of integrations.
June 29, 2021

It manages the communication by consensus-based forecasting and service management.

Samuel-Borris James | TrustRadius Reviewer
Samuel-Borris James
Digital support officer
HM Courts & Tribunals Service (HMCTS) (Government Administration, 10,001+ employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Capsule CRM has many advantages that make it unique from all other customer relationship management applications. This application is also used for task management and it is also used to set automatic quotes and proposals. In these automatic quotes and proposals, they set their company details, pricing, and different things that help them to know more details about the company. It is perplexing application for internal chat integration and document storage.



August 18, 2020

Great for small businesses

Maire Eltringham | TrustRadius Reviewer
Maire Eltringham
Freelance Consultant
Freelance (Banking, 10,001+ employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
For a small business or start-up, it is one of the best CRMs. It's easy to use and budget-friendly. It's not as advanced as other CRMs like Salesforce but that is not the market it is going for. The simplicity of it is what makes it so attractive for small businesses.
February 25, 2020

Capsule CRM - an easy pill to swallow.

Verified User
Consultant in Social Media
Marketing and Advertising Company, 1-10 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
  • Capsule CRM is well suited if you need a CRM that will help you organize your team, order your contacts, take charge of your projects, and efficiency.
  • If your team is less tech-savvy, this may not be the best suited to your organization as the system only works when each team member can maximize the platform offerings fully.
February 07, 2020

Capsule CRM - the Budget CRM for your startup

Prashant Choudhary | TrustRadius Reviewer
Prashant Choudhary
Business Development Manager
EMTEX ENGINEERING PRIVATE LIMITED (Machinery, 201-500 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
The best scenario to implement this CRM would be startups as you don't need to shell out a lot of money for this and this does emulate the basic plethora of tasks accomplished by a CRM software. It would also be a good addition to small and medium enterprises on a lookout to improve their sales process and thereby the productivity of their firm.
January 24, 2020

Ease and productivity is Capsule CRM's thing!

Verified User
Consultant in Marketing
Graphic Design Company, 1-10 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
If you are looking for something that is free or cheap, then Capsule CRM is great! However, if your budget is more robust, I recommend a more well-rounded CRM tool. Capsule CRM is an amazing value for your money but lacks features larger non-profits or service companies would want like donor managed profiles.
January 23, 2020

Great CRM option!

Verified User
C-Level Executive in Other
Education Management Company, 1-10 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Capsule CRM is a great CRM for small to medium businesses or nonprofits. It is easy to use and has all the features you could need. The free version is great. Although you can only use it for 250 contacts or less.
December 30, 2019

Solid CRM App

Verified User
Professional in Professional Services
Accounting Company, 1-10 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Capsule is well suited for the small to mid-sized business where there are very few integrations (accounting, email marketing, POS systems). You can track a great deal of information within the systems and it keeps everyone on the same page. If a firm is larger or has a great deal of apps to integrate, they may need a more robust solution or a package suite of apps.
December 04, 2019

Great CRM for small businesses!

Verified User
C-Level Executive in Marketing
Marketing and Advertising Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Capsule CRM is the perfect CRM for small businesses looking to use a CRM without the risks of paying monthly. A start-up could survive using the free version for a while as one can store up to 250 contacts. It is also great for businesses who need to use a CRM without the complicated features that salesforce and other CRMs offer than aren't necessary for small businesses.
October 28, 2019

Great lightweight CRM

Verified User
C-Level Executive in Marketing
Marketing and Advertising Company, 1-10 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Capsule CRM is great for companies that need a CRM that integrates well with Gmail. Additionally, it has a long list of other integrations. Capsule is perfect for small businesses that need a CRM but don't want to pay for extra features they wouldn't need that CRMs like Salesforce would have.
November 29, 2018

Excellent free CRM!

Alicia Barevich, bCRE, bCEE | TrustRadius Reviewer
Alicia Barevich, bCRE, bCEE
Database Administrator
The Blake School (Marketing and Advertising, 1-10 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Powerful CRM for free. It doesn't get much better than that! If you're launching a new business and don't want to invest too much capital, use Capsule for your CRM. It will keep you organized and not cost you. If you grow out of the free version, then you can just continue using the same product, without needing to convert everything to a new, bigger database.
February 03, 2015

This review enCAPSULEates my favorite CRM...

Rosi Muñoz | TrustRadius Reviewer
Rosi Muñoz
Analyst
CSR-Atlanta, LLC (Management Consulting, 1-10 employees)
Score 9 out of 10
Vetted Review
Verified User
Likelihood to Recommend
If you want a super robust CRM that does it all, Capsule is not the way to go. It's missing a lot of elements that more powerful CRMs have (though it makes up for it with many integration possibilities). But in my opinion, that simplicity can be a good thing if you just want a way to keep track of your sales pipeline. A lot of people don't have the time or mental bandwidth to learn a new system, and it's better to learn something simple than to barely use something powerful. Capsule is also great if you have to keep track of a lot of contacts--a small PR firm would find this very useful.
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